A.J. Walker, CFA CFP®

Founder and Senior Consultant

An accomplished financial services and investment management professional with 30+ years of experience in the institutional investment management, wealth management, trust, real estate, foundation, endowments, and not-for-profit spaces. A.J. is a Chartered Financial Analyst (CFA) charter holder, a Certified Financial Planner (CFP®) practitioner. With more than 20 years of Enterprise and Solutions Architecture experience in the context of organizational planning, project management, and technology deployment within complex regulatory compliance and audit environments, Lake Jericho, LLC benefits from a focus on evidence-based, process-driven results. A.J. brings a rare blend of quantitative, analytical, problem-solving skills coupled with an exceptional ability to distill complex information into simple and clear guidance for clients.

A.J.'s CFA Institute Badge

A.J.'s Certified Financial Planner Certificate


A.J. Walker in the media:

July 11, 2018 at MarketWatch.com When your company cuts your pension plan

June 24, 2018 at TheStreet.com: Small-company stocks and trade wars